StockDriftsStockDriftsTop 50 Zhang Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P | 6.74% | 326.4K | $195.0M | +5.00%(+15.55K) | $420.34(+62.92%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 6.25% | 563.4K | $180.8M | +2.83%(+15.53K) | $159.58(+131.08%) | 2026-03-31 | |
| DFUS | DIMENSIONAL US | 6.21% | 2.53M | $179.7M | +4.78%(+115.69K) | $52.25(+56.19%) | 2026-03-31 | |
| ITOT | ISHARES CORE | 5.82% | 1.18M | $168.3M | +12.37%(+130.07K) | $107.46(+52.39%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 5.55% | 2.08M | $160.6M | +10.76%(+202.29K) | $61.86(+37.14%) | 2026-03-31 | |
| BIV | VANGUARD INTERMEDIATE | 5.04% | 1.89M | $145.9M | +24.34%(+369.99K) | $77.04(-0.79%) | 2026-03-31 | |
| DFAC | DIMENSIONAL US | 4.38% | 3.26M | $126.8M | -1.75%(-58.21K) | $29.48(+50.09%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 3.46% | 723.9K | $100.1M | +0.96%(+6.89K) | $98.10(+59.20%) | 2026-03-31 | |
| AGG | ISHARES CORE | 3.08% | 898.3K | $89.2M | +97.09%(+442.52K) | $99.50(-0.89%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 2.48% | 1.84M | $71.8M | +1.03%(+18.84K) | $26.86(+54.83%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.26% | +49.15% |
| Top 20 Holdings Unweighted | +13.36% | +45.67% |
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